Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-707- 0.34% |
$23.3K - $26.5K
|
207K
$8.32M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-951- 2.77% |
$31.3K - $35.6K
|
33.3K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-92.5K- 13.59% |
$3.04M - $3.46M
|
588K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.49K+ 19.73% |
$82K - $93.3K
|
15.1K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-232- 0.28% |
$7.63K - $8.69K
|
82.1K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
69.1K+ 4.95% |
$2.27M - $2.59M
|
1.47M
$58.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-188- 1.96% |
$6.19K - $7.04K
|
9.38K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55.8K- 69.8% |
$1.84M - $2.09M
|
24.2K
$971K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.84K- 16.08% |
$225K - $256K
|
35.7K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
210+ 11.02% |
$6.91K - $7.86K
|
2.12K
$85K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-13- 1.0% |
$428 - $487
|
1.29K
$51.6K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.71K- 13.49% |
$56.1K - $63.9K
|
10.9K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-91- 0.92% |
$2.99K - $3.41K
|
9.85K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 14980.52% |
$380K - $432K
|
11.6K
$466K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-18K- 44.89% |
$592K - $674K
|
22.1K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
33+ 0.91% |
$1.09K - $1.24K
|
3.65K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 2.04% |
$13.5K - $15.4K
|
20.5K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 122.89% |
$3.76M - $4.28M
|
208K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$429K - $488K
|
13K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.16% |
$658 - $749
|
12.6K
$506K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
60.8KNew |
$2M - $2.28M
|
60.8K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 19.98% |
$41.1K - $46.8K
|
7.5K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.08K+ 3.57% |
$134K - $153K
|
118K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.4K- 15.81% |
$409K - $466K
|
66.2K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.44K+ 5.19% |
$113K - $129K
|
69.7K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.65K- 2.69% |
$153K - $174K
|
168K
$6.76M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-9.39K- 57.46% |
$309K - $352K
|
6.95K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.76K- 6.15% |
$57.8K - $65.8K
|
26.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$44.1K - $50.1K
|
1.34K
$53.8K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.4KNew |
$377K - $429K
|
11.4K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
18.5K+ 4.14% |
$609K - $694K
|
466K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
23.9KNew |
$785K - $894K
|
23.9K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117K+ 60.94% |
$3.84M - $4.37M
|
308K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 2.81% |
$831K - $946K
|
873K
$35.1M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.3K- 1.14% |
$240K - $274K
|
631K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.21K- 33.7% |
$106K - $120K
|
6.31K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.36% |
$520K - $592K
|
684K
$27.5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8KNew |
$420K - $479K
|
12.8K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-13K- 17.24% |
$429K - $488K
|
62.6K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-15.7K- 2.74% |
$518K - $590K
|
560K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.2K- 42.62% |
$171K - $195K
|
6.99K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 59.27% |
$1.36M - $1.55M
|
28.4K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 4.77% |
$139K - $158K
|
84.1K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.32K+ 2.77% |
$175K - $199K
|
198K
$7.94M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
54+ 0.15% |
$1.78K - $2.02K
|
34.9K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
352New |
$11.6K - $13.2K
|
352
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 58.88% |
$438K - $498K
|
35.9K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.34KNew |
$274K - $312K
|
8.34K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.6K+ 136.89% |
$578K - $658K
|
30.4K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.95K- 2.89% |
$97.1K - $110K
|
99.2K
$3.99M
|